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TFO Wealth Partners’s American Financial Group AFG Stock Holding History

TFO Wealth Partners’s Portfolio AFG Stock Details AFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3
Closed -$409 – 73
2024
Q1 		$409 Hold
3
– – ﹤0.01% 305
2023
Q4 		$357 Hold
3
– – ﹤0.01% 449
2023
Q3 		$356 Hold
3
– – ﹤0.01% 581
2023
Q2 		$356 Hold
3
– – ﹤0.01% 362
2023
Q1 		$365 Sell
3
-2
-40% -$264 ﹤0.01% 314
2022
Q4 		$739 Buy
+5
New +$685 ﹤0.01% 418

Other funds holding AFG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AFGI4KRSP
American Financial Group Inc 401(K) Retirement & Savings Plan Cincinnati, Ohio $302M AUM 2.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TFO Wealth Partners's AFG Position: Q2 2024 in Review

TFO Wealth Partners sold out of American Financial Group (AFG) in Q2 2024, closing a stake of 3 shares — an estimated $409 sold.

TFO Wealth Partners first reported a position in AFG in Q4 2022 and held it in 6 quarters. The position peaked at $739 in Q4 2022. 425 funds tracked by Wall St. Rank hold AFG as of Q2 2024.

  • TFO Wealth Partners reported no remaining American Financial Group position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 3 American Financial Group shares in Q2 2024, an estimated $409.
  • TFO Wealth Partners first reported a position in American Financial Group in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's American Financial Group position peaked at $739 in Q4 2022.
  • 425 funds tracked by Wall St. Rank held American Financial Group as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.